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Which life events that require an immediate estate plan update?

Posted on: April 25th, 2017
Estate planning is the process of developing a strategy for the care and management of your estate if you become incapacitated or upon your death. One commonly known purpose of estate planning is to minimize taxes and costs, including taxes imposed on gifts, estates, generation skipping transfer and probate court costs....

3 Decidedly Dumb Ways to Leave an Inheritance for Your Children

Posted on: April 13th, 2017
Estate planning offers many ways to leave your wealth to your children, but it’s just as important to know what not to do. Here are some things that are all-too-common, but textbook examples of what not to do or try.......

Safeguarding Your Estate Plan Against Three Worst-Case Scenarios

Posted on: April 11th, 2017
Even with an estate plan, things can always happen that may cause confusion for the estate–or threaten the plan altogether. Below are three examples of worst-case scenarios and ways to demonstrate how a carefully crafted plan can address issues, from the predictable to the total surprise....

Life Insurance and Estate Planning: Protecting Your Beneficiaries’ Interests

Posted on: April 6th, 2017
One misconception people have about life insurance is that naming beneficiaries is all you have to do to ensure the benefits of life insurance will be available for a surviving spouse, children, or other intended beneficiary. Life insurance is an important estate planning tool, but without certain protections in place, there's no guarantee that your spouse or children will receive the benefit of your purchase of life insurance....

How You Can Build an Estate Plan that Includes Asset Protection

Posted on: April 3rd, 2017
Much of estate planning has to do with the way a person’s assets will be distributed upon their death. But that’s only the tip of the iceberg. From smart incapacity planning to diligent probate avoidance, there is a lot that goes into crafting a comprehensive estate plan. One important factor to consider is asset protection....

The Top 2 Ways the Court Gets Involved in Your Estate, and How to Avoid Them

Posted on: March 29th, 2017
No one wants unnecessary court involvement in their life. But without careful and proactive estate planning, chances are that some aspect of your estate will end up being decided there....
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